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Gretchen Betts

Gretchen Betts' contribution to closing the advice gap

People

Gretchen Betts' contribution to closing the advice gap

Financial adviser discusses her ‘SheFinance’ workbook

clock 29 October 2025 • 5 min read
The advice business: Gretchen Betts on why IFA leadership is 'not for the faint-hearted'

Your Business

The advice business: Gretchen Betts on why IFA leadership is 'not for the faint-hearted'

'I care deeply about the business, my team, and the people we help'

clock 21 May 2025 • 4 min read
'Designed by men, for men': Are women still being left out of the financial planning conversation?

Your profession

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Progress yet to be made for female clients

clock 16 May 2025 • 3 min read
To consolidate or not to consolidate: A panel debate

Your Business

To consolidate or not to consolidate: A panel debate

‘We believe in our ability to be nimble and do the right things for our clients’

clock 17 May 2024 • 3 min read
Gretchen Betts on building a safe space for female planners

Your Business

Gretchen Betts on building a safe space for female planners

Mentoring group for female planners re-launches with new website

clock 09 October 2023 • 2 min read
'Everything gets better' — why D&I in advice recruitment matters

Your profession

'Everything gets better' — why D&I in advice recruitment matters

‘Look around your business and think what you could do better’

clock 19 June 2023 • 3 min read
A day in the life of an adviser: Bridgend-based Gretchen Betts

Your Business

A day in the life of an adviser: Bridgend-based Gretchen Betts

PA hears how advisers all across the nation structure their workdays

clock 06 January 2023 • 2 min read
Succession planning: Why slow and steady gets you the best results     

Your Business

Succession planning: Why slow and steady gets you the best results     

Buying early named key measure of successful succession planning

clock 12 December 2022 • 5 min read
D&I: Why advisers 'must acknowledge their own privilege'

Your profession

D&I: Why advisers 'must acknowledge their own privilege'

Why conscious inclusion is important in the advice arena

clock 07 December 2022 • 1 min read
Mentoring group for female financial planners launches

Adviser tips

Mentoring group for female financial planners launches

FFEM has been founded by Magenta Financial Planning’s Gretchen Betts

clock 27 October 2022 • 2 min read
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